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AI meets capacity limit in 2026
The semiconductor fab is at a turning point. Manufacturers are under simultaneous pressure from rising process complexity, tightening yield requirements, and an aging workforce — with roughly a third of experienced engineers approaching retirement over the next decade. At the same time, the surge in AI-driven chip demand is pushing found
The semiconductor fab is at a turning point. Manufacturers are under simultaneous pressure from rising process complexity, tightening yield requirements, and an aging workforce — with roughly a third of experienced engineers approaching retirement over the next decade. At the same time, the surge in AI-driven chip demand is pushing foundry utilization toward its limits, creating acute capacity constraints particularly in memory fabrication.
Semiconductor Market: Rebound Expected in 2024, But Challenges Lie Ahead
Despite the challenging market conditions in 2023, the global semiconductor market is expected to experience a 9% to 12% recovery in 2024, driven by strong demand for high-performance computing and a soft inventory reduction in wireless communication and smartphones.
To learn more in detail, you can read our article published in EETimes.
Status of Japanese Semiconductor Factory Construction
TSMC's Kumamoto fab is on track to become the fastest-built semiconductor fabrication facility in history, with completion scheduled for February 2024. This accelerated pace of construction is a testament to the combined expertise of TSMC, the Japanese government's support, and Japan's favorable manufacturing environment. The Kumamoto fa
TSMC's Kumamoto fab is on track to become the fastest-built semiconductor fabrication facility in history, with completion scheduled for February 2024. This accelerated pace of construction is a testament to the combined expertise of TSMC, the Japanese government's support, and Japan's favorable manufacturing environment. The Kumamoto fab will significantly boost TSMC's production capacity and solidify Japan's position as a key player in the global semiconductor industry.
SiC and GaN drive vehicle electrification
The outlook for the SiC and GaN markets is promising, and they have the potential to revolutionize the way that we power our vehicles and devices.
To learn more in detail, you can read our article published in EETimes.
TSMC, Samsung and Intel’s global production presence
TSMC is expanding its production capacity in Europe, with a new fab (fabrication plant) under construction in Dresden, Germany. This will make TSMC the only foundry (amongst the three mentioned foundries) with a presence in all three major regions: Asia, Europe, and the United States.
Samsung is planning to build a new fab in Texas,
TSMC is expanding its production capacity in Europe, with a new fab (fabrication plant) under construction in Dresden, Germany. This will make TSMC the only foundry (amongst the three mentioned foundries) with a presence in all three major regions: Asia, Europe, and the United States.
Samsung is planning to build a new fab in Texas, but it is not yet clear when this fab will be operational.
Intel Corporation has several fabs located in the United States, and it is also building new fabs in Arizona, Ohio, and Germany. However, Intel has yet to prove that it can be a competitive foundry player.
Major Semiconductors investments in US announced in 2021-2022
Enormous amounts of funds are being invested by major semiconductor companies towards the production and advancement of semiconductor chips. In the United States alone, companies announced investments exceeding $230 billion in recent years.
This type of investment is crucial for strengthening the country's supply chain, which is precisely
Enormous amounts of funds are being invested by major semiconductor companies towards the production and advancement of semiconductor chips. In the United States alone, companies announced investments exceeding $230 billion in recent years.
This type of investment is crucial for strengthening the country's supply chain, which is precisely what the CHIPS Act aimed to achieve by enticing these companies to initiate their new projects within the US.
Tracking Semiconductors investments in 2022
Tracking Semiconductors investments in 2022
Tracking Semiconductors investments in 2022
In a difficult context punctuated by shortages and trade tensions, many semiconductor startups and companies secured new contracts and large funds for diverse applications and markets. Ahmed Ben Slimane tracked and graphed the US$38 billion deals for startups in 2022.
To learn more in detail, you can read our article published in EETimes.